Private Client Tax Manager

Michael Page; Tunbridge Wells; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in Tunbridge Wells is seeking a Private Client Tax Manager to manage client portfolios and deliver tax planning services. The ideal candidate should have significant experience in professional services, particularly in managing complex capital gains and inheritance tax issues. This role offers a competitive salary, private medical insurance, and a hybrid working model among other benefits.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience dealing with complex capital gains tax and inheritance tax matters.
• Ability to communicate complex messages clearly.
• Experience in tax planning/advisory projects and complex compliance.
• Demonstrable people management and organizational skills.

Responsibilities

• Manage a client portfolio and review work of junior team members.
• Deliver work to clients in line with timelines and budgets.
• Liaise with other service lines to deliver client work.
• Monitor WIP and draft fee notes.
• Maintain strong relationships with clients.

Skills

Significant experience in professional services

Understanding of private client tax issues

Technical communication skills

Client relationship management

People management

Education

Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

Job description

Overview

Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells

Client Details

We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.

Description

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.

• You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
• You will be managing a client portfolio reviewing the work of junior team members.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Monitoring of WIP and drafting fee notes
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Profile

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to think beyond the technical elements of your work and consider the client's overall landscape.
• Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
• People management and organisational experience
• Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

Job Offer

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave